Task Use Case
The topic covers the creation ad editing of Manual Tasks Use Cases.
Use Case categories
Each Use Case must belong to a Use Case Category. To manage Categories, go to Configuration > Use Case Categories.
On the Use Case Categories page, you can perform the following bulk actions:
- Create or edit a Category.
- Delete a Category.
- Export or import in the XML format.
- Enable or disable a Category.
When you create or edit a Category, you should set the following parameters:
| Field | Description |
|---|---|
| Name | A unique Category name. |
| Description | Common information about Category items. |
| Type | (Manual or Bot). Type modification is disabled if category already contains some Use Cases. |
| Icon | Upload an icon to distinguish the Category among others. |
| Private | If unchecked, WorkSpace Workers will see this Category on the Tasks page. |
Use Cases
To manage Use Cases, go to Configuration > Use Cases.
On the Use Cases page, you can perform the following bulk actions:
- Create or edit a Use Case.
- Delete a Use Case.
- Copy a Use Case.
- Export or import a Use Case in the XML format.
- Enable or disable a Use Case.
When you create or edit a Use Case for Manual Tasks, you should set the following parameters:
| Field | Description |
|---|---|
Name |
A unique Use Case name. |
| Category | Select a Category that fits your Use Case. To edit the Category, click the appropriate link. |
| Task | Select a Task that will be a source for the Use Case. After you have selected a Task, the Template will be loaded automatically. You can preview or edit the Template. |
Custom Attributes |
See the Automation Engineer Manual. |
Description |
Common information about the Use Case. |
Private |
If unchecked, WorkSpace Workers will see this Use Case on the Tasks page. |
Preview Image |
Upload an image to distinguish the Use Case among others and give the user initial information about the look of the Task. |
Advanced Options |
Click this link to display the Task Options and Task Designer. We recommend you to create Use Cases only from previously tested Tasks and not to edit the Use Case Advanced Options. |